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Sharing a Folder in a workspace
How can I share a folder with specific people in a workspace while limiting them from seeing other folders in the same workspace? ...It's been over two years since this feature was requested. https://community.smartsheet.com/discussion/sharing-folder-workspace#comment-form
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adding new users as a group
I need to add over 100 new users and do not want to have to go back afterwards and assign them to a group. Is there any way to create a group first and include them as a group before adding them to the account?
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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
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Reminder to complete form to outside email accounts
I have 3 forms, that I need to be sent out as a reminder on a certain date. I have a 4th form I used to collect email addresses that I would send the weekly form to those addresses. I want to keep reminding them to complete the form if they have not by a certain date. So I was thinking I could make a email list (personal)…
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Contact Columns marked Multiple Don't Populate Legacy Reports
I have 140 or so projects I manage reporting on and was excited to see that we could now do multiple contacts in our Assigned To column. However, when adding new projects with this feature enabled I noticed that Reports count those columns as different than other Assigned To columns without this feature enabled even though…
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[Feature Request] Tag people in comment / discussion
Hi, Will we be able to tag or reference people in the discussions in the near future? It will be good if we could just tag or reference people (@) by their name in the discussions and they get notified. Currently, we have to add a comment / discussion to retain the context to that row and then have to 'Send' that row to…
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Building sheets that talk to each other
Hello, I have two sheets I would like to reference data to and from and I understand how to us the =VLookup option BUT what I cant seem to get it to work. I basically want one sheet that our shipping team updates to automatically update another sheet my purchasing team uses. The columns have dates and check boxes so when…
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Listing Multiple contacts.
Hi, we used to be able to assign and list multiple contacts to row. Now all of a sudden we are only given the option to choose from a drop down list and you can only choose one contact. Is there a way to go back to this feature?
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System: Created By as Contact List?
I have a form that's only accessible to registered Smartsheet users. I believe that means that the System: Created By field will always be an email address. In that case, is it possible to use the System: Created By column as a Contact List for things like Notifications and Update Requests? That would be more efficient and…
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Is it possible to assign a task to multiple people?
I am running a project where certain tasks are the responsibility of small project teams. As the teams are flat in hierarchy I would like to assign tasks in my smartsheet to multiple (generally only 2 or 3) people, such that they receive reminders, update requests, notifications etc and can update the sheet. Is this…
